Adell Harriman & Carpenter’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,065
Closed -$328K 166
2025
Q4
$328K Buy
1,065
+20
+2% +$6.02K 0.02% 144
2025
Q3
$314K Sell
1,045
-55
-5% -$15K 0.02% 150
2025
Q2
$283K Sell
1,100
-68
-6% -$14.9K 0.02% 151
2025
Q1
$234K Buy
+1,168
New +$230K 0.02% 157
2024
Q4
Sell
-1,293
Closed -$244K 168
2024
Q3
$244K Hold
1,293
0.02% 153
2024
Q2
$206K Sell
1,293
-150
-10% -$23.9K 0.02% 158
2024
Q1
$202K Buy
+1,443
New +$170K 0.02% 164
2020
Q4
Sell
-5,899
Closed -$183K 153
2020
Q3
$183K Hold
5,899
0.03% 142
2020
Q2
$201K Sell
5,899
-110
-2% -$3.71K 0.03% 128
2020
Q1
$238K Hold
6,009
0.05% 117
2019
Q4
$334K Hold
6,009
0.06% 121
2019
Q3
$268K Hold
6,009
0.05% 130
2019
Q2
$314K Hold
6,009
0.06% 113
2019
Q1
$299K Sell
6,009
-240
-4% -$11.3K 0.06% 123
2018
Q4
$227K Sell
6,249
-731
-10% -$33K 0.05% 138
2018
Q3
$378K Buy
6,980
+79
+1% +$4.87K 0.07% 123
2018
Q2
$450K Sell
6,901
-804
-10% -$53.6K 0.09% 118
2018
Q1
$498K Sell
7,705
-672
-8% -$49.8K 0.1% 113
2017
Q4
$701K Sell
8,377
-7,466
-47% -$713K 0.15% 95
2017
Q3
$1.84M Sell
15,843
-8,196
-34% -$991K 0.4% 67
2017
Q2
$3.11M Sell
24,039
-16,982
-41% -$2.33M 0.7% 48
2017
Q1
$5.86M Sell
41,021
-682
-2% -$98.7K 1.34% 27
2016
Q4
$6.32M Buy
41,703
+708
+2% +$103K 1.57% 19
2016
Q3
$5.82M Sell
40,995
-368
-0.9% -$54.9K 1.47% 24
2016
Q2
$6.24M Buy
41,363
+803
+2% +$117K 1.63% 18
2016
Q1
$6.18M Buy
40,560
+2,316
+6% +$327K 1.66% 17
2015
Q4
$5.71M Buy
38,244
+10,769
+39% +$1.53M 1.53% 20
2015
Q3
$3.32M Buy
27,475
+4,344
+19% +$532K 0.98% 44
2015
Q2
$2.95M Buy
23,131
+9,597
+71% +$1.24M 0.76% 48
2015
Q1
$1.61M Buy
13,534
+711
+6% +$84.6K 0.42% 69
2014
Q4
$1.55M Sell
12,823
-219
-2% -$26.9K 0.42% 71
2014
Q3
$1.64M Hold
13,042
0.45% 68
2014
Q2
$1.64M Sell
13,042
-338
-3% -$43K 0.45% 68
2014
Q1
$1.66M Sell
13,380
-704
-5% -$87K 0.49% 67
2013
Q4
$1.89M Sell
14,084
-95
-0.7% -$12K 0.59% 57
2013
Q3
$1.62M Buy
14,179
+16
+0.1% +$1.83K 0.46% 58
2013
Q2
$1.57M Buy
+14,163
New +$1.57M 0.56% 56

Other funds holding GE

Adell Harriman & Carpenter's GE Position: Q1 2026 in Review

Adell Harriman & Carpenter sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 1,065 shares — an estimated $328K sold.

Adell Harriman & Carpenter first reported a position in GE in Q2 2013 and held it in 37 quarters. The position peaked at $6.32M in Q4 2016. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Adell Harriman & Carpenter reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 1,065 GE Aerospace shares in Q1 2026, an estimated $328K.
  • Adell Harriman & Carpenter first reported a position in GE Aerospace in Q2 2013 and held it in 37 quarters.
  • Adell Harriman & Carpenter's GE Aerospace position peaked at $6.32M in Q4 2016.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.